See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $14,487 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $604 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,261 | $51,197-31.1% | $82,719-57.4% | $66,914-47.3% |
| Participation rate | 45.0% | 67.8%-22.8pp | 72.6%-27.5pp | 69.8%-24.8pp |
| Annual return | -17.26% | -9.64%-7.6pp | 701.18%-718.4pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,137 | $2,611-56.5% | $3,009-62.2% | $2,544-55.3% |
| Participant deferral / active EE | $2,564 | $3,458-25.8% | $4,395-41.7% | $4,237-39.5% |
| Admin fee / account holder | $407 | $416-2.2% | $5,329-92.4% | $593-31.5% |